Fidelity Investments
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Fidelity Investments’s Orange County Bancorp OBT Stock Holding History

Fidelity Investments’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.5K Buy
1,455
+60
+4% +$2.09K ﹤0.01% 4278
2026
Q1 		$44.6K Buy
1,395
+407
+41% +$12.9K ﹤0.01% 4180
2025
Q4 		$28.2K Buy
988
+374
+61% +$9.82K ﹤0.01% 4335
2025
Q3 		$15.5K Sell
614
-712
-54% -$18.6K ﹤0.01% 4458
2025
Q2 		$34.3K Buy
1,326
+1,142
+621% +$27.9K ﹤0.01% 4073
2025
Q1 		$4.3K Sell
184
-38
-17% -$972 ﹤0.01% 4745
2024
Q4 		$6.16K Buy
222
+20
+10% +$575 ﹤0.01% 4615
2024
Q3 		$6.08K Buy
202
+74
+58% +$2.08K ﹤0.01% 4572
2024
Q2 		$3.38K Sell
128
-306
-71% -$7.19K ﹤0.01% 4634
2024
Q1 		$9.97K Sell
434
-2
-0.5% -$48 ﹤0.01% 4278
2023
Q4 		$13.1K Sell
436
-270
-38% -$6.47K ﹤0.01% 4149
2023
Q3 		$15.2K Buy
706
+688
+3,822% +$15K ﹤0.01% 3938
2023
Q2 		$327 Sell
18
-96
-84% -$1.69K ﹤0.01% 4860
2023
Q1 		$2.5K Buy
114
+18
+19% +$449 ﹤0.01% 4574
2022
Q4 		$2.24K Sell
96
-332
-78% -$7.52K ﹤0.01% 4483
2022
Q3 		$8K Sell
428
-106
-20% -$1.94K ﹤0.01% 4164
2022
Q2 		$10K Hold
534
– – ﹤0.01% 4111
2022
Q1 		$11K Buy
+534
New +$10.9K ﹤0.01% 4226
2021
Q4 		– Sell
-2
Closed – – 4755
2021
Q3 		$0 Buy
+2
New +$34 ﹤0.01% 4819

Other funds holding OBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments's OBT Position: Q2 2026 in Review

Fidelity Investments increased its Orange County Bancorp (OBT) stake by 4.3% in Q2 2026, buying an estimated $2.09K and bringing the position to 1,455 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

Fidelity Investments first reported a position in OBT in Q3 2021 and has held it in 19 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Fidelity Investments held 1,455 shares of Orange County Bancorp worth $53.5K as of Q2 2026.
  • Fidelity Investments bought 60 Orange County Bancorp shares in Q2 2026, an estimated $2.09K.
  • Orange County Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4278 holding.
  • Fidelity Investments first reported a position in Orange County Bancorp in Q3 2021 and has held it in 19 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.